Kingswood Wealth Advisors, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 1,105 shares of MDY stock, worth $603,551. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,105
Holding current value
$603,551
% of portfolio
0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$563.99 - $620.12 $623,208 - $685,232
1,105 New
1,105 $629 Million
Q1 2024

Apr 15, 2024
SELL
$491.35 - $556.4 $19,654 - $22,256
-40 Reduced 5.12%
742 $413 Million
Q4 2023

Jan 16, 2024
BUY
$425.08 - $512.6 $119,872 - $144,553
282 Added 56.4%
782 $397 Million
Q3 2023

Oct 23, 2023
BUY
$450.89 - $498.33 $225,445 - $249,165
500 New
500 $228 Million

Others Institutions Holding MDY

# of Institutions
1,529
Shares Held
29.2M
Call Options Held
723K
Put Options Held
407K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Kingswood Wealth Advisors, LLC Portfolio

Follow Kingswood Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email